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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,840 | $138,102+54.8% | $125,381+70.6% | $134,532+59.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.69% | 750.73%-780.4pp | 572.31%-602.0pp | 418.27%-448.0pp |
| Employer contribution / active EE | $6,208 | $5,245+18.4% | $4,815+28.9% | $4,741+30.9% |
| Participant deferral / active EE | $17,333 | $7,801+122.2% | $7,448+132.7% | $6,401+170.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |